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2024 Annual Meeting of the Tax Bar and Tax Policy Conference

Pillsbury SALT attorneys Carley Roberts, Robert P. Merten III and Jeff Phang will present at this meeting, which will take place November 6-8.

Robert P. Merten III: OTA Precedential Process
Thursday, November 7, 10:50 AM – 11:50 AM

Panelists will cover the precedential process, which includes nomination of cases, precedential designation and the removal of precedential status. They will also discuss how taxpayers and tax practitioners can get involved in designating or removing precedential status.

Jeff Phang: Reasonable Cause Standard – How Reasonable Is It?

Thursday, November 7, 1:45 PM – 3:15 PM

Speakers from the Franchise Tax Board and private practice join together to review the reasonable cause standard and highlight recent cases and applicable law.

Carley Roberts: California Franchise Tax Board Residency Audits: Anticipation, Preparation and Resolution
Friday, November 8, 9:55 AM – 11:10 AM

The panelists in this session will discuss income tax residency audits and cover the entire audit process from prep to resolution.

For more information or to register, please visit the event page.